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Harding Loevner’s Fresenius Medical Care FMS Stock Holding History

Harding Loevner’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-201,548
Closed -$6.53M – 137
2018
Q4 		$6.53M Sell
201,548
-3,996,267
-95% -$161M 0.04% 67
2018
Q3 		$216M Sell
4,197,815
-26,444
-0.6% -$1.32M 1.13% 31
2018
Q2 		$213M Sell
4,224,259
-12,599
-0.3% -$639K 1.2% 30
2018
Q1 		$216M Buy
4,236,858
+240,540
+6% +$12.8M 1.13% 31
2017
Q4 		$210M Buy
3,996,318
+86,052
+2% +$4.28M 1.19% 31
2017
Q3 		$191M Buy
3,910,266
+162,093
+4% +$7.71M 1.09% 33
2017
Q2 		$181M Buy
3,748,173
+219,213
+6% +$10.1M 1.11% 37
2017
Q1 		$149M Buy
3,528,960
+233,347
+7% +$9.65M 0.97% 42
2016
Q4 		$139M Sell
3,295,613
-37,027
-1% -$1.51M 0.97% 41
2016
Q3 		$146M Buy
3,332,640
+966,390
+41% +$43.3M 1.05% 37
2016
Q2 		$103M Buy
2,366,250
+1,832
+0.1% +$78.9K 0.81% 51
2016
Q1 		$104M Buy
2,364,418
+96,722
+4% +$4.1M 0.82% 51
2015
Q4 		$94.2M Sell
2,267,696
-77,890
-3% -$3.28M 0.76% 50
2015
Q3 		$91.5M Buy
2,345,586
+66,366
+3% +$2.7M 0.74% 49
2015
Q2 		$94.7M Buy
2,279,220
+123,025
+6% +$5.26M 0.66% 53
2015
Q1 		$89.4M Buy
2,156,195
+84,498
+4% +$3.26M 0.68% 55
2014
Q4 		$76.9M Buy
2,071,697
+17,678
+0.9% +$637K 0.62% 52
2014
Q3 		$71.4M Sell
2,054,019
-7,131
-0.3% -$246K 0.53% 57
2014
Q2 		$69M Sell
2,061,150
-559,419
-21% -$18.7M 0.51% 56
2014
Q1 		$91.3M Buy
2,620,569
+93,557
+4% +$3.28M 0.7% 50
2013
Q4 		$89.9M Sell
2,527,012
-196,093
-7% -$6.58M 0.7% 50
2013
Q3 		$89M Sell
2,723,105
-651,437
-19% -$21.2M 0.79% 51
2013
Q2 		$114M Buy
+3,374,542
New +$117M 1.1% 40

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Harding Loevner's FMS Position: Q1 2019 in Review

Harding Loevner sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 201,548 shares — an estimated $6.53M sold.

Harding Loevner first reported a position in FMS in Q2 2013 and held it in 23 quarters. The position peaked at $216M in Q1 2018. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

  • Harding Loevner reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
  • Harding Loevner sold 201,548 Fresenius Medical Care shares in Q1 2019, an estimated $6.53M.
  • Harding Loevner first reported a position in Fresenius Medical Care in Q2 2013 and held it in 23 quarters.
  • Harding Loevner's Fresenius Medical Care position peaked at $216M in Q1 2018.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Harding Loevner's 13F filing for Q1 2019, filed 15 May 2019.